Integrate Teamgate with Zoho Projects
Send information between Teamgate and Zoho Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Zoho Projects for every deal won in your Teamgate
Initiate a project promptly following the closure of a deal. This workflow will initiate a separate project in Zoho Projects for every deal won in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new project in Zoho Projects.
Create a new project in Zoho Projects for every deal won in your Teamgate
Teamgate + Zoho Projects
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Supported triggers and actions
Integrate Teamgate and Zoho Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Person created
Triggers when a new person is created
Deal lost
Triggers when a deal is lost
Lead unqualified
Triggers when a lead is unqualified
Deal won
Triggers when a deal is won
Lead created
Triggers when a new lead is created
Company created
Triggers when a new company is created
Lead converted to person
Triggers when a lead is converted to person
Deal created
Triggers when a new deal is created
Task updated in project
Triggers when the details of an existing task are updated in the selected project
Project updated
Triggers when the details of an existing project are updated
Milestone created
Triggers when a new milestone is created
Overdue task or subtask in portal
Triggers when a task or subtask in the selected portal becomes overdue
Task created in project
Triggers when a new task is created in the selected project
Bug updated
Triggers when the details of an existing bug/issue are updated
Milestone completed in a portal
Triggers when a milestone is completed in any project in the selected portal
Milestone completed
Triggers when a milestone is marked as completed
Milestone created in a portal
Triggers when a new milestone is created in the selected portal
Task or subtask updated
Triggers when the details of an existing task or subtask are updated in the selected portal
Project comment added
Triggers when a new comment is added in the selected project
Task completed
Triggers when a task is completed in the selected portal
Project created
Triggers when a new project is created
Milestone updated
Triggers when a milestone is updated in a project
Bug submitted in project
Triggers when a new bug/issue is submitted in the selected project
Task list created
Triggers when a new task list is created
Task created
Triggers when a new task is created in the selected portal
Milestone updated in a portal
Triggers when a milestone is updated in a portal
Comment added
Triggers when a new comment is added to the selected task
Event created
Triggers when a new event is created
Task list completed
Triggers when a task list is marked as completed
Bug submitted
Triggers when a new bug/issue is submitted
Overdue task in project
Triggers when a task in the selected project becomes overdue
Bug updated in project
Triggers when the details of an existing bug/issue are updated in the selected project
All Actions - Actions are the automated tasks
Create lead
Creates a new lead
Create company
Creates a new company
Create deal
Creates a new deal
Create person
Creates a new person
Fetch user
Fetches the details of the specified user using ID, name or email address.
Fetch product
Fetches the details of the specified product using company ID, name or SKU.
Fetch comapny
Fetches a company using company name, code or email address.
Fetch people
Fetches the details of the specified people using ID, name, email address or phone number.
Fetch lead
Fetches a lead using ID or name
Add client company
Creates a new client company
Add user to project
Adds a user to the selected project
Create comment in project
Creates a new comment in the selected project
Create general time log
Creates a general time log for the selected project
Add client to project
Adds a client to the selected project
Add existing client company to a project
Adds an existing client company to a project
Create milestone
Creates a new milestone
Create issue time log
Creates a time log for the selected issue
Create subtask
Creates a new subtask in the selected task
Submit bug
Submits a new bug/issue
Create task
Creates a new task
Create project
Creates a new project
Associate project with a team
Associates a project with the selected team
Add comment
Adds a comment to the selected task
Add comment to bug
Adds a new comment to the selected bug
Create time log for task
Creates a time log for the selected task
Create task list
Creates a new task list
Create event
Creates a new event
Add followers to task
Adds the specified users as followers to an existing task
Approve timelog
Approves a general timelog
Update bug
Updates the details of an existing bug/issue
Complete milestone
Completes an existing milestone
Update task time log
Updates the details of an existing task time log
Approve task timelog
Approves a task timelog
Update task list
Updates the details of a task list using its ID
Update issue time log
Updates the details of an existing issue time log
Update project
Updates the details of an existing project
Update general time log
Updates the details of an existing general time log
Update client company
Updates the details of an existing client company
Update task or subtask
Updates the details of an existing task or subtask for the specified ID
Fetch task
Fetches the details of an existing task by name
Fetch time log
Fetches the details of an existing time log by bill status and owner
Fetch milestone by ID
Fetches the details of an existing milestone by ID
Fetch project - By ID
Fetches the details of an existing project by ID
Fetch task in project
Fetches the details of an existing task by ID, name, owner, or status in the selected project
Fetch clients in a project
Fetches the clients associated with the selected project
Fetch user
Fetches the details of an existing user by email address or user ID
Fetch task list
Fetches the details of an existing task list by name
Fetch task status
Fetches the status of an existing task by task name
Fetch bug in project
Fetches the details of an existing bug/task in the selected project
Fetch milestone
Fetch the details of an existing milestone by search term
Fetch project - By search term
Fetches the details of an existing project by search term
Fetch project status
Fetches the status of a project by name
Fetch CRM deals
Fetch the CRM deals associated with the selected project
Fetch tag
Fetches the specified tag using name
Fetch user in portal
Fetches the details of a user in the selected portal using email address
What is Zoho Projects?
Zoho Projects is online project management software that helps you efficiently collaborate with your teams. You can create projects and tasks, set milestones, file issues, and keep track of everything from one place.
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